Client Gives Eight Quarters of Rolling Forecasts, Applied Materials Predicts Another Record Year in 2027 May 14, 2026 Technology
Bank of America Sharply Raises AI Chip Price Targets, Forecasting a Return Inflection Point in 2026 May 14, 2026 Technology
The AI Wave Drives Surge in Chip Demand, How Is TSMC Becoming a Long-Term Winner? May 13, 2026 Technology
Correlation Between Industrial and Semiconductor Stocks Surges to 0.75, with Nvidia’s Earnings Becoming a Shared Stress Test May 12, 2026 Technology
Bank of America’s Top Pick and Nvidia’s Backing Send Corning Soaring Over 10% May 11, 2026 Technology
Helium Shortage Threatens AI Chip Production, Upends Global Supply Chains May 11, 2026 Mining, Technology
Wall Street Capital Shifts to “Second-Tier” Hardware Companies as Bubble Risks Rise May 8, 2026 Technology
Arm Holdings Faces Post-Earnings Pressure as Market Worries Over Smartphone Business Prospects May 7, 2026 Technology
“Buy Chip Stocks That Haven’t Doubled Yet”? A Simple Stock-Picking Method Proposed by a Wall Street Firm Draws Attention May 6, 2026 Technology
Holding Hands with Musk’s SpaceX, Anthropic Secures Over 300 Megawatts of Computing Power May 6, 2026 Technology
